-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將AER未來12個月的目標股價上調10美元至174美元，相當於2027年每股收益預期值的9.3倍，與AER過去三年的平均預期市盈率9.2倍相符。在強勁的第一季業績之後，我們將2026年每股收益預期值上調0.80美元至17.05美元，並將2027年每股收益預期值上調1.11美元至18.76美元。 AER公佈的第一季調整後淨利創歷史新高，達8.89億美元（每股5.39美元），超出市場預期45%，調整後淨資產收益率為19.4%。管理層將2026年全年調整後每股收益預期（不包括額外資產出售）從先前的13-14美元上調至14.50美元，並宣布了一項新的10億美元股票回購計畫。 AER的飛機組合結構合理，其中81%的飛機採用新技術，即使燃料價格持續高企，也能有效降低老舊飛機退役帶來的風險。管理層憑藉其在發動機租賃領域的領先地位，成功獲得110架A320neo飛機訂單，並預定了極具吸引力的2028年及以後的交付時間。儘管面臨地緣政治逆風，航空資產需求仍強勁，租賃續約率高達87%，銷售利潤率也十分可觀（未槓桿收益率達24%）。
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